🤝 Philanthropy: It's not just about giving—it's about growing together. Learn how strategic charitable initiatives can become powerful platforms for next-gen professional development and family culture preservation. Watch to see how modern family offices are turning community outreach into multigenerational engagement. #FamilyOffice #Advisor
Harry Cendrowski, CPA, ABV, CFF, CFE’s Post
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Are you planning on incorporating community involvement or philanthropy into your wealth management strategy? Women often prioritize philanthropy and community involvement in their wealth planning. If this sounds like you, creating a plan that includes charitable giving and community support will align with your personal values and create a lasting impact. #Philanthropy #CommunityInvolvement #GivingBack
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Are you planning on incorporating community involvement or philanthropy into your wealth management strategy? Women often prioritize philanthropy and community involvement in their wealth planning. If this sounds like you, creating a plan that includes charitable giving and community support will align with your personal values and create a lasting impact. #Philanthropy #CommunityInvolvement #GivingBack
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🎉 The latest edition of Jani's Journal is here! With National Philanthropy Day (11/14) and Giving Tuesday (12/3) on the horizon, this issue dives into the transformative power of strategic giving. Discover how individuals, corporations, and nonprofits can drive lasting change and find practical tips for enhancing impact through thoughtful philanthropy. 🌱 Subscribe now to fuel your mission and maximize year-end giving! #Philanthropy #GivingTuesday #Nonprofit
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Warren Buffett's approach to family philanthropy is certainly highly strategic—it recognizes that life goals and family dynamics can evolve significantly, and sets an example for ultra-wealthy families designing adaptable estate plans with built-in flexibility for future adjustments. Ultra-wealthy families looking to take this approach may end up adopting charitable giving as a more collaborative, multi-generational endeavor that reflects the evolving values and priorities of a family as opposed to an individualized effort. #CharitableGiving #Philanthropy #FamilyPhilanthropy https://lnkd.in/eJc5Drby
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What a trusted and transparent way for those who being of service to others to have clarity on how their contribution will grow and impact lives. Amplifying these 5 touch points: 1. Connections 2. IMAs 3. Administrative Oversight 4. Investments 5. Knowledge of CGTs (charitable giving trends)... Community Foundation for Palm Beach and Martin Counties can certainly create more awareness and engagement with those looking for #ImpactGiving. #ProfessionalAdvisors
Attention #ProfessionalAdvisors! We can be your go-to resource for fulfilling the #philanthropic vision of your clients with our: 1. Connections to our community’s biggest issues and local nonprofits working to solve them. 2. Individually Managed Accounts (IMAs) meaning our partnerships are mutually beneficial. 3. Team handling all the administrative oversight of your client’s giving. 4. $240 million in investments that open doors to greater asset class diversification. 5. Knowledge of charitable giving trends and educational opportunities to share with you. #Partner with us: bit.ly/3I30RLN
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New Year, new opportunities to ensure your Massachusetts nonprofit stays compliant and future-ready! From annual filing thresholds to maintaining tax-exempt status, start the year off right with our guide to navigating the rules for charitable organizations in 2025. Learn more here: https://lnkd.in/eRFYn6eD For the latest updates on topics that impact your business, make sure to follow KLR.
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💭 Are you looking for ways to build greater relationships with your nonprofit partners? Exponent Philanthropy created a toolkit to help funders recognize the aspects of great relationships with their grantees, assess competencies, and consider ways to improve how to be in partnership. In this resource, you’ll also find tips and resources from other funders and nonprofits to develop your own action plan. Download this resource from the field ➡ https://bit.ly/3Zek2fz
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In the past there have been discussions about ESOPS, selling to outsiders and selling to insiders. This topic is the fourth option. How to maximize your tax benefits AND your cashflow while doing positive things for those organizations you have a passion for. You do not want to miss this.
💡 Ready to maximize your impact while building a lasting legacy? Join us Jan 7th at 8am EST as the Community Foundation Tampa Bay experts Sheila Kinman, CAP® and Laurie Valentine, JD share innovative charitable giving strategies during our monthly Business Transition Council meeting. Learn how to align your personal wealth goals with meaningful community impact. Space is limited - secure your spot to discover "The Unknown Option" for purposeful philanthropy! btctampa.com/#invite #TampaPhilanthropy #EstatePlanning #WealthPlanning
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One of my favorite things about my work is being able to collaborate with a wide variety of foundations, causes, and philanthropy leaders like Mamie Kanfer Stewart. Whether you are a family foundation, community foundation, or corporate giving program, we all need guidance at some point in our philanthropic journey. Hit follow for practical and actionable philanthropy tips. #TestimonialTuesday #PhilanthropyConsultant #TrustedAdvisor
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New Year, new opportunities to ensure your Massachusetts nonprofit stays compliant and future-ready! From annual filing thresholds to maintaining tax-exempt status, start the year off right with our guide to navigating the rules for charitable organizations in 2025. Learn more here: https://lnkd.in/efWjZFK3 For the latest updates on topics that impact your business, make sure to follow KLR.
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Helping private clients resolving relationship issues, from divorce to estate Private Client Lawyer, Trust and Estate Practitioner, Notary Public, CEDR Accredited Mediator, STEP Deputy Chairman
4moEngaging in a philanthropic cause can strengthen family bonds by fostering a shared sense of purpose and collaboration toward a common goal. It’s indeed a very powerful tool to bring multiple generations of family members together.